Update Procedure Info

Portfolio Administrators and Leads may update the Procedures in a Portfolio.

1. Navigate to the Procedure you want to update.
2. Press the Info tab in the detail pane.

   

3. Enter your changes in the Descriptors panel. Each change is saved when you leave the field.
   • Name: a concise, descriptive, unique name for the Procedure.
   • Objective: what the Procedure accomplishes and why.
   • Description: background and context for the Procedure. The Description is not shown on Assignments, so put instructions for doing the work in the Detail field on the Guide tab.
   • Estimated Duration: about how long the whole Procedure takes, such as 15 minutes, 2 hours, or 1h 30m.
   • Image: drag and drop an image file, or press the Upload button, to add a cover image. Press the Remove Image button to remove it.
4. Add tags in the Categorization panel to help members find the Procedure:
   • Keyword(s): search terms members would use to find this Procedure.
   • Function(s): the organizational function, such as Finance, HR, or Engineering.
   • Sector(s): the economic sector the Procedure operates in.
   The Procedure name, description, and categorization can all be searched and filtered.

   

Related Procedures

The Info tab's Related Procedures panel lists the Procedures that follow this one, can be used instead of it, or are worth reading with it. See Relate Procedures.

The Specification tab

What the Procedure takes in and produces, what it must pass to complete, and what it works with are on the Specification tab. Each panel has its own article:

• Input & Output Fields: the information the Procedure takes in and produces. See Define Procedure Fields.
• Exit Criteria: checks that must pass before an Assignment of the Procedure is complete. See Add Entry & Exit Criteria.
• Materials & Tools: the things the Procedure consumes or produces, and the equipment and software it is performed with. See Add Materials & Tools.

The Procedure's Default Assignee is set on the Roles tab. See Update Procedure or Step Default Assignee.

Related Articles

Overview

1. Procedures Overview
2. Procedure Writing Best Practices: see the Naming Procedures and Describing Procedures sections.
3. Portfolio Access

Step-by-Step

1. Navigate to a Procedure
2. Use the Rich Text Editor
3. Create an Assignment